Which 5 star mutual funds have 10 year performance? (2024)

Which 5 star mutual funds have 10 year performance?

Morningstar Direct ranked the funds in terms of their 10-year annualized returns, as measured on a specific date (as opposed to the end of the month) — in this case, Oct. 19, 2023. No. 1 on the list is the ProFunds Semiconductor UltraSector Fund, which yielded 29.21% over the past decade.

What is the best performing mutual fund over 10 years?

Morningstar Direct ranked the funds in terms of their 10-year annualized returns, as measured on a specific date (as opposed to the end of the month) — in this case, Oct. 19, 2023. No. 1 on the list is the ProFunds Semiconductor UltraSector Fund, which yielded 29.21% over the past decade.

Which 5 star mutual funds have 10-year performance?

Five large cap mutual funds that gave the highest return in the past 10 years are Nippon India Large Cap Fund which gave 17.09% returns, followed by Mirae Asset Large Cap Fund with 16.99% return. The other three are ICICI Prudential Bluechip Fund, SBI Bluechip Fund and HDFC Top 100 Fund.

Which type of mutual fund is best for 10 years?

For a long-term investment horizon of 10 years, investors generally invest in equity mutual funds. Equity mutual funds invest in stocks, which may have the potential to generate good returns over the long term, but can also come with higher risk.

Which mutual fund gave highest return in last 5 years?

Highest Return Mutual Funds in Last 5 Years
Fund Name3 Years Return5 Years Return
Motilal Oswal Midcap fund (G)37.4%26.2%
Bank of India Manufacturing & Infra fund (G)31.6%25.5%
DSP Healthcare Fund (G)16.4%25.4%
Quant Large and Mid Cap Fund (G)30.2%25.4%
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What are the top 5 performing mutual funds?

Best-performing U.S. equity mutual funds
TickerName5-year return (%)
STSEXBlackRock Exchange BlackRock16.27%
USBOXPear Tree Quality Ordinary16.13%
FGLGXFidelity Series Large Cap Stock16.08%
PRCOXT. Rowe Price U.S. Equity Research16%
3 more rows
Mar 29, 2024

Is it good to invest in mutual funds for 10 years?

Stay invested for the long term: Mutual fund investments are best suited for long-term growth. Avoid the temptation to make frequent changes to your portfolio based on short-term market fluctuations. Be patient and give your investments time to grow.

How to invest in mutual funds for 10 years?

SIP investment

FV = Future value or the amount you get at maturity. For example, you invest Rs 1,000 a month in a mutual fund scheme using the systematic investment plan or SIP route. The investment is for 10 years, with an estimated rate of return of 8% per year.

Which mutual fund is performing best now?

Fund House Fund Category Fund Rank and Ratios Fund Parameters Investment Parameters Filter
Scheme NamePlanYTD
Sponsored AdvInvest Now Motilal Oswal Midcap Fund - Direct Plan - GrowthDirect Plan13.29%
Sponsored AdvInvest Now Invesco India Smallcap Fund - Direct - GrowthSmall Cap FundDirect Plan6.93%
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What is the most successful mutual fund?

Top 25 Mutual Funds
RankSymbolFund Name
1VSMPXVanguard Total Stock Market Index Fund;Institutional Plus
2FXAIXFidelity 500 Index Fund
3VFIAXVanguard 500 Index Fund;Admiral
4VTSAXVanguard Total Stock Market Index Fund;Admiral
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What if I invest $1,000 in mutual funds for 10 years?

Evaluating this equation, the future value of the monthly SIP of Rs 1000/month over 10 years at a 12% annual rate of return would be approximately Rs 2.32 lakhs. In this, you are making an investment of Rs 1.2 lakhs and gaining Rs 1.12 lakhs, making a total return Rs 2.32 lakhs.

How much mutual fund returns in 10 years?

With a monthly investment of ₹40,000 in a mutual fund plan, the sum would reach ₹1 crore after 10 years and 6 months. According to the findings of Value Research, large-cap funds achieved an average return on investment of 13.36% during ten years.

Which mutual fund is best to invest in 2024?

Best Banking & PSU funds to invest in April 2024:
  • Bandhan Banking & PSU Debt Fund.
  • Axis Banking & PSU Debt Fund.
  • Aditya Birla Sun Life Banking & PSU Debt Fund.
  • DSP Banking & PSU Debt Fund.
  • Kotak Banking & PSU Debt Fund.
3 days ago

Which is the oldest mutual fund with the highest return?

Check out the UTI Mutual Funds AMC Page
Fund NameInception DateAbsolute Returns
Tata Large & Mid Cap Fund (G)31/3/034099.59%
SBI Large & Mid Cap Fund (D)31/3/973835.13%
Franklin India Bluechip Fund (G)1/12/9316127.48%
Franklin India Prima Fund (G)1/12/9314343.52%
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Which is the No 1 mutual fund in India?

1) SBI Mutual Fund.

Which mutual fund gives 20 percent return?

There are 4 mutual fund schemes which have given an annualised return of 20 percent in the past five years. These are Quant ELSS Tax Saver Fund, Bank of India ELSS Tax Saver Fund, SBI Long Term Equity Fund and Bandhan ELSS Tax Saver Fund.

What is the best mutual fund for retirees?

Best retirement income funds
  • Vanguard LifeStrategy Income Fund (VASIX).
  • Vanguard Target Retirement Income Fund (VTINX).
  • Fidelity Freedom Index Income Fund Investor Class (FIKFX).
  • Schwab Monthly Income Fund Income Payout (SWLRX).
  • Schwab Monthly Income Fund Flexible Payout (SWKRX).

What is the safest investment with the highest return?

Here are the best low-risk investments in April 2024:
  • High-yield savings accounts.
  • Money market funds.
  • Short-term certificates of deposit.
  • Series I savings bonds.
  • Treasury bills, notes, bonds and TIPS.
  • Corporate bonds.
  • Dividend-paying stocks.
  • Preferred stocks.
Apr 1, 2024

What is the safest mutual fund?

BlackRock Exchange Portfolio (STSEX)

Easily one of the top-rated examples of the safest mutual funds, the BlackRock Exchange Portfolio (MUTF:STSEX) seeks long-term growth of capital and consequent long-term growth of income, per its prospectus.

What if I invest $1,000 a month in mutual funds for 20 years?

If you invest Rs 1000 for 20 years , if we assume 12 % return , you would get Approx Rs 9.2 lakhs. Invested amount Rs 2.4 Lakh.

Which mutual fund has the highest return for 2024?

Equity Mutual Funds: Lumpsum investment performance in 2024 so far
  • Quant Small Cap Fund. 11,421.03. ...
  • Bandhan Small Cap Fund. 10,956.28. ...
  • ITI Small Cap Fund. 10,900.55. ...
  • SBI Small Cap Fund. 10,795.29. ...
  • Mahindra Manulife Small Cap Fund. 10,691.73. ...
  • Motilal Oswal Small Cap Fund. ...
  • Tata Small Cap Fund. ...
  • Baroda BNP Paribas Small Cap Fund.
2 days ago

How to make 1 cr in 10 years?

In order to make 1 crore in 10 years, here are the following amount one needs to invest. An individual can invest INR 38,050 to get 15% annual interest. Hence, in 10 years, the amount will be INR 1,0,09,124, and the investor will achieve the target of making 1 crore in 10 years.

How many years is good for mutual funds?

Long Term Investment in Mutual Fund

Long term investments are usually for a period of more than three years. The top choices for long term investments are equity mutual funds and hybrid funds. These long term funds offer higher growth when compared to debt mutual funds and traditional investments.

How long should you keep money in a mutual fund?

Typically, the ideal holding period for an equity mutual fund is considered anywhere between a minimum of 3-5 years. But data shows that only investments in 3% of the units continued for more than 5 years.

Do investments double in 10 years?

The Rule of 72 is focused on compounding interest that compounds annually. For simple interest, you'd simply divide 1 by the interest rate expressed as a decimal. If you had $100 with a 10 percent simple interest rate with no compounding, you'd divide 1 by 0.1, yielding a doubling rate of 10 years.

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